Scriptera
Affinity and AmoCRM automations — Sales & Leads
Ready-made scenarios where Affinity and AmoCRM work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
17 scenarios
- Contacts from amoCrm — into Affinity on their own
- Two-way contact sync between two CRMs
- Leads scored and routed to a rep — straight from the form
- A personalized sales proposal from a table row, ready and sent
- New-lead handling: CRM entry, team alert and reminder
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- A lead replies — the CRM card updates and a task lands on a rep
- Capture and route leads from every channel
- Enrich leads and get alerts on strong ones
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Incoming lead sorting and routing — automatically
- A pre-meeting brief: last notes, open tickets, recent changes
- Lead verification, enrichment and sorting — automatically
- Sort email leads and file them into the CRM — by importance
